Small Business Week Kickoff: Retire Smart, Protect Your Business, and Build

Whether you're just getting started or have been in business for years, this Small Business Week

Kickoff Event is your opportunity to gain financial clarity, plan with purpose, and build a legacy

that lasts.

What You’ll Learn:

✅ Retirement Planning for Entrepreneurs

Learn how to build wealth outside your business using tools like annuities, IRAs, and tax-smart

strategies.

✅ Asset Protection with Life Insurance

Discover how life insurance with living benefits can protect both your family and your business

in case of illness or the unexpected.

✅ Business Continuity & Exit Planning

From succession plans to key-person insurance, learn how to make sure your business continues

to thrive—even when you're ready to step away.

Who Should Attend?

Aspiring entrepreneurs

Solo business owners

CEOs of small to mid-sized businesses

Coaches, consultants, creatives, and contractors

Anyone who wants to retire smart and stress-free

Why You Should Be in the Room:

This isn’t just another seminar. It’s a financial planning session for visionaries. You'll walk

away with:

A clear roadmap to secure your future

Access to experts in retirement, insurance, and business finance

Free resources to start building your legacy immediately

Bonus:

All attendees will receive a free copy of our “5 Ways to Retire Smart for Business Owners”

Date: May 3 rd , 2025

Time: 10:00am – 12:00pm

Location: COBIZ – 1503 MacDonald Ave Suite A, Richmond, Ca. 94801

Let’s celebrate Small Business Week by building smarter businesses, stronger futures, and

lasting wealth.

Seats are limited — register now and invest in your future!

Also check out other Business events in Richmond, Workshops in Richmond.